Client onboarding jobs in Rochdale - Page 6Create job alerts

A leading asset management services provider in Greater London is seeking a Head of Onboarding to manage client onboarding projects. This role involves leadership in onboarding, supporting project management, and working with various stakeholders to ensure operational efficiency.

This role involves leading client onboarding processes, managing operational tasks, and ensuring exceptional client service delivery. A global asset management firm is seeking a Client Implementation Specialist in London.

A leading wealth management firm is seeking a Client Onboarding and Maintenance Administrator for a 12-month fixed term contract in London. The role involves onboarding client accounts and collaborating with various teams to ensure operational efficiency.

Our client is a UK-leading investment firm, specialising in private client services. Serve as the primary point of contact for the Front Office teams during the onboarding process, assisting with queries and client requests. To undertake timely reviews of new client application documents for all cli

A pioneering AI company in Greater London is seeking a detail-oriented candidate to join its onboarding team.

A financial services consultancy based in London is seeking an experienced Business Analyst to lead the automation of their client onboarding portal.

This role involves leading negotiations with clients and ensuring a smooth onboarding process. A leading global provider of financial services is seeking a proactive Client Procurement Lead in London.

A global financial services company is seeking a Client Onboarding KYC Associate in Greater London. The role involves forensic review of client documentation, preparing application packs for compliance, and liaising with clients and sales teams.

A leading wealth management firm in London is seeking a Client Onboarding and Maintenance Administrator for a 12-month fixed-term contract. The role involves processing account openings and amendments for various client types, ensuring smooth operation within the department. This position provides a

As a Senior Client Onboarding Executive, you will deliver an exceptional end-to-end Implementation and Onboarding experience for new clients. Reporting into the Client Onboarding Manager, you’ll be the primary post‑sale contact, establishing a deep understanding of client requirements, you will

This individual will be a key point of contact for a number of desks in relation to end‑to‑end onboarding onboarding for new clients and new product set ups along with management of regulatory onboarding as required. This role is to support the Securities Client Onboarding and Regulatory Managem

A leading global investment banking firm in Greater London seeks a Wealth Management Professional to provide operational support to clients and sales teams. The role involves managing client accounts, coordinating wealth advisory services, and ensuring financial operations run smoothly.

It would be highly preferred that you have a background onboarding both Clearing and Execution clients within the exchange traded futures and option arena. Client Onboarding KYC Associate. Our client is a Global Financial Markets Trading Company, based in the compliance onboarding team of a global b

A leading global macroeconomic research provider is looking for an Account Manager to enhance client engagement and support for institutional clients in London, UK. The role focuses on building long-term relationships, guiding onboarding, and maximizing client satisfaction using CRM tools such as Sa

A leading offshore investment management firm in the United Kingdom is seeking an experienced candidate for a client onboarding management role. The successful applicant will lead a team, ensuring seamless integration of new clients while conducting reviews for existing ones. The role requires a str

You will develop tools and scripts for monitoring and reconciling client data while collaborating with both the development and project management teams.

A leading financial services firm in London is seeking an experienced Business Analyst for their client onboarding initiative. The role involves managing the business analysis roadmap for a fully automated onboarding portal, engaging diverse stakeholders, and ensuring compliance with regulatory fram

A leading global asset management firm is seeking a CIM Specialist responsible for handling client onboarding and lifecycle activities. The role requires strong project management, excellent client service, and analytical skills. The firm offers a dynamic work environment where teamwork and the abil

You'll assist Client Advisors in managing client onboarding and documentation while ensuring high standards of client satisfaction.

Work with the Client Success Team to de-escalate client issues in the onboarding stage, ensure timely completion of onboarding and minimise risks and complaints. Support the follow-up of sales to potential new Clients for the Client Success Team. Update systems and produce reports, liaising with the

A leading online trading provider in Greater London is seeking a Client Relationship Manager to guide retail clients through their trading journey. The role emphasizes building long-term client relationships, assisting with account processes, and ensuring high client satisfaction.

This role focuses on delivering a fully automated client onboarding portal to enhance client access to products and services.

The role includes maintaining statutory registers, assisting clients with company incorporation, performing KYC, and ensuring compliance with legal standards. Strong organizational skills and good command of English are essential, with Mandarin preferred for communication with Chinese-speaking clien

Collaborate with the wider teams to streamline the client onboarding process effectively. Demonstrated experience in client onboarding within a legal environment is essential. Client Onboarding Executive -Legal.

Supporting the business to prioritise and complete client onboarding. Collecting, reviewing, and processing client documentation to support AML/KYC checks, account opening, and client reviews. Client Onboarding Administrator (Maternity Cover).

A leading global provider of financial solutions seeks a dedicated professional for the Client Services – Post Onboarding Team in London. With a focus on long-term client relationships, this position offers excellent career development opportunities within a dynamic financial environment. This rol

A leading investment banking firm based in London is seeking an experienced Business Analyst to join a high-profile project delivering a fully automated client onboarding portal. The ideal candidate has a strong background in financial services, particularly in client onboarding, KYC, and AML, with

Treasury Payments / Client Onboarding - EMEA. Client Onboarding professionals. EMEA corporate and financial institution clients.

You will lead complex client onboarding, ensure smooth transitions, and collaborate closely with cross-functional teams. A pioneering fintech startup in the UK seeks a dynamic Fund Accountant to join their Client Success team. This role combines deep fund accounting expertise with project management

Our client is a Global Financial Markets Trading Company, a futures and options trading and brokerage organization that offers large‑scale KYC and AML onboarding for clearing and execution clients. Client Onboarding KYC Associate. We are looking for a graduate with a Degree in Accounting and a bac

A UK-based professional services firm is seeking a Client Onboarding & Sales Officer to support sales and manage the onboarding process for clients. Responsibilities include contacting leads, managing the client onboarding process, and maintaining CRM records. The role is ideal for a motivated stude

Implementation Advisor (Client Onboarding). Are you passionate about client success? Do you thrive in a fast-paced environment within the financial services industry? Our client is seeking an Implementation Advisor to join their team. Previous experience in a client-facing or client engagement role.

About the RoleLevel: 1Contract: 12 month FTCDepartment: Operations – Client Onboarding and MaintenanceLocation: - Senator House, LondonThe Client Onboarding and Maintenance Administrator plays a key role in ensuring the smooth opening and maintenance of client accounts. The role involves proce

Client Onboarding (Bilingual Spanish/English). Interact with clients to introduce yourself as the point of contact for all client needs prior to activation. Maintain client relationship with consistent follow ups to strengthen client rapport through Salesforce tasking.

The ideal candidate will have experience onboarding clients, manual calculations, and end-to-end payroll processing. A leading payroll services firm in Manchester is seeking a Payroll Onboarding Consultant to ensure seamless transitions for clients from their previous payroll providers.

A growing tax platform in the UK is seeking a Senior Finance Manager to enhance client onboarding and improve processes. You'll act as a customer liaison, ensuring a smooth onboarding experience while managing multiple projects simultaneously.

The ideal candidate will have experience in customer service and will play a key role in client onboarding and account management. A customer service agency is looking for a Client Service Executive to join their fast-paced team in Hampton.

The role includes serving as the primary client contact, overseeing software deployments, and providing ongoing support.

The role involves ensuring clients utilize the product portfolio effectively, identifying upsell opportunities, and engaging with clients to enhance service value. A leading design forecasting company in London is looking for a Client Success Specialist to join their team.

In this role, you will oversee client engagement, manage operational improvements, and support team development.

Senior Manager - Product, Client Onboarding & Business Support. The Corporate Banking client pool consists of both FTSE 100-350 or equivalent companies across the UK and Europe as well as large corporate clients within the network of The Group. Drive the client onboarding process from both CDD/KYC.

You will be the first point of contact for prospective and existing clients, supporting sales activity and managing the full onboarding process. Manage the full client onboarding process from initial enquiry to engagement. Client Onboarding & Sales Officer.

A well-established financial services firm in London is seeking a Senior Manager for Product, Client Onboarding & Business Support. This role involves driving product development, managing the onboarding team, ensuring compliance with regulations, and spearheading client relationship management.

A leading global financial services firm is seeking candidates for the 2026 Analyst Program focusing on Client Onboarding in Manchester. Applicants will engage in training and support for client service excellence, along with mentoring and community initiatives.

This role includes risk assessments, monitoring client transactions, and working with internal teams.

A leading consultancy in legal services is seeking a Business Analyst to aid in the design and implementation of an Intapp client onboarding platform.

The Client Onboarding and Maintenance Administrator plays a key role in ensuring the smooth opening and maintenance of client accounts. Department: Operations – Client Onboarding and Maintenance. Monitor departmental mailbox and update a wide range of client static data points.

This full-time role involves managing client implementations for cash management solutions, ensuring effective communication and risk mitigation throughout the onboarding process. If you're passionate about client success in a fast-paced environment, apply now to make a significant impact. Ideal can